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Feature Article

China Mobile: Building 5-G

By Roger S. Conrad on Feb. 10, 2020

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

Comcast Corp: Business Model on Target

By Roger S. Conrad on Feb. 10, 2020

Intense competition, hefty capital spending needs and erratic regulation have made the communications sector an investment minefield. But Conservative Holding Comcast Corp (NSDQ: CMCSA) remains a model of consistency, adding new business while growing cash flow and dividends.

Bellwethers: Informing Strategy with Earnings

By Roger S. Conrad on Feb. 10, 2020

n the early stages of a bull market, it doesn’t matter so much when you buy but what. The key is load up on high quality stocks that are weathering the relevant economic and sector stress test.

Dividend Risk: Concentrated in Telecom

By Roger S. Conrad on Feb. 10, 2020

Energy pipelines are the highest yielding sector in our Utility Report Card coverage universe. Ironically, after a five-year bear market, dividend risk is actually quite low for the handful of companies and master limited partnerships we track.

Four Difference Makers to Bet on in 2020

By Roger S. Conrad on Feb. 10, 2020

So far this year, utility stocks have picked up where they left off 2019. The Dow Jones Utility Average gained 6.8 percent in January, its best performance for the year’s opening month since 2000.

Portfolio Strategy for a (Likely) More Challenging Year

By Roger S. Conrad on Jan. 12, 2020

In investing, it’s common for good years to follow good years, and great years often follow average or poor ones. But historically great years like what we’ve just enjoyed at Conrad’s Utility Investor rarely if ever come back to back.

Picks and Pans for 2020

By Roger S. Conrad on Jan. 12, 2020

Last year, Utilities Select Sector SPDR Fund (NYSE: XLU) returned almost 26 percent. The iShares Select Dividend ETF (NYSE: DVY), preferred by many advisors to holding individual stocks, did nearly as well at 22.6 percent.

Where Last Year’s Dividend Cutters Stand Now

By Roger S. Conrad on Jan. 12, 2020

16 Utility Report Card companies reduced their dividends in calendar year 2019. That compares to 128 raising payouts, 23 that held them level and 27 that currently pay no dividend.

Edison International: High Quality at a Discount

By Roger S. Conrad on Jan. 12, 2020

In February 2018, I recommended Edison International (NYSE: EIX) as a new Aggressive Holding. Shares had taken just a big hit on concern the company would be held liable for billions in 2017 wildfire damages under the state’s “inverse condemnation” law.

Vistra Energy: Power Play at a Bargain Price

By Roger S. Conrad on Jan. 12, 2020

When Vistra Energy (NYSE: VST) emerged from the TXU bankruptcy in late 2016, we weren’t optimistic. Wholesale electricity prices were in a multi-year slide, and the economics of the company’s coal heavy assets were eroding even faster.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b